+36.2%
QCOM vs HON
+4.8%
+31.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.8% | +3.6% |
| 7D | +5.1% | -0.8% | +5.9% | +5.6% |
| 30D | +4.3% | -15.2% | +19.4% | +16.7% |
| 3M | -19.6% | -6.0% | -13.7% | -17.1% |
| 6M | +29.5% | -14.9% | +44.4% | +43.3% |
| YTD | +3.4% | +3.2% | +0.2% | -1.5% |
| 1Y | +10.9% | 0.0% | +10.9% | +7.8% |
| 3Y | +74.8% | +21.5% | +53.3% | +40.4% |
| 5Y | +36.2% | +4.0% | +32.1% | +20.3% |
| All | +36.2% | +4.8% | +31.4% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded HON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling